Cisarua Mountain DairyĀ (Cimory) IPO - Giving It the Benefit of Margin Doubts
PT Cisarua Mountain Dairy (CMD), a producer of dairy and consumer foods, aims to raise up to US$263m in its Indonesian IPO.
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StubWorld: Momentum With Indofood CBP
A 40% discount to NAV is wide for what is largely a single stock Holdco.Ā Should ICBP continue to outperform here, I'd recommend a long/short on a...
558 Views
StubWorld: Switching Into Indofood Sukses?
Doubling up on StubWorld this week ...Indofood Sukses Makmur Tbk P (INDF IJ)'s NAV narrows as 80.5%-held Indofood CBP Sukses (ICBP IJ)...
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Indofood (ICBP IJ) - Big Daddy of Branded Food in Indonesia; Proxy for Consumer Food Spend
Indofood Cbp Sukses Makmur T (ICBP IJ) is the largest packaged food producer in Indonesia with a wide portfolio of brands across food categories....
776 Views
(Mostly) Asia M&A: June 2019 Roundup
For the month of June, 8 new deals were discussed on Smartkarma with an overall announced deal size of ~US$165bn, US$150bn of which relates to the...
730 Views